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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,191,742 | $183,539+549.3% | $155,556+666.1% | $145,897+716.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 24.79% | 61.31%-36.5pp | 64.84%-40.0pp | 552.29%-527.5pp |
| Employer contribution / active EE | $15,690 | $5,315+195.2% | $4,675+235.6% | $4,663+236.5% |
| Participant deferral / active EE | $17,367 | $6,467+168.5% | $5,631+208.4% | $6,689+159.6% |
| Admin fee / account holder | $8 | $19,275-100.0% | $15,885-99.9% | $13,390-99.9% |